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Greg kulka new mexico state investment council

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Williams June 25, A fiduciary is someone that stands in a special relation of trust, confidence, or responsibility relating to certain obligations to others Nee Council members are fiduciaries, without exception All staff who deal with investments coubcil fiduciaries Others may also be fiduciaries Investment managers and consultants Custodian banks for certain functions Usually those performing ministerial tasks are not fiduciaries 4. Fiduciaries are those who: Exercise any authority or control discretionary or otherwise regarding management or disposition of the assets or have the duty to do so all assets of an endowment, permanent fund, or trust fund all investments and related expenses all administrative expenses Render investment advice regarding the trust assets for a fee or other compensation Have any authority or responsibility mdxico provide investment advice 5. The focus of the inquiry is how the fiduciary acted in his selection of the investment and not whether his investment succeeded or failed. Cunningham Ongoing monitoring by the Council members is necessary Council members have a duty to take action jnvestment make changes if their agents are performing poorly A trustee is held to something stricter than the morals of the marketplace.

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A quorum was present, as follows: Members Present: Mr. James B. Lewis, State Treasurer [departing a. Gary B. Tom Bonafair, Public Member [teleconference, departing a. Stephen L. Feinberg, Public Member Mr.

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